Zuckerman Investment Group’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Zuckerman Investment Group’s Portfolio SMTA Stock Details SMTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-120,573	Closed	-$1.02M	–	73
2019 Q3	$1.02M	Sell	120,573 -760	-0.6%	-$6.42K	0.24%	38
2019 Q2	$1.01M	Sell	121,333 -7,913	-6%	-$58.3K	0.22%	38
2019 Q1	$839K	Sell	129,246 -2,264	-2%	-$17K	0.2%	39
2018 Q4	$938K	Sell	131,510 -4,988	-4%	-$50.5K	0.26%	34
2018 Q3	$1.57M	Sell	136,498 -366	-0.3%	-$3.89K	0.34%	35
2018 Q2	$1.41M	Buy	+136,864	New	+$1.36M	0.33%	32

Other funds holding SMTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Zuckerman Investment Group's SMTA Position: Q4 2019 in Review

Zuckerman Investment Group sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2019, closing a stake of 120,573 shares — an estimated $1.02M sold.

Zuckerman Investment Group first reported a position in SMTA in Q2 2018 and held it in 6 quarters. The position peaked at $1.57M in Q3 2018. 60 funds tracked by Wall St. Rank hold SMTA as of Q4 2019.

Zuckerman Investment Group reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2019 after selling out during the quarter.
Zuckerman Investment Group sold 120,573 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2019, an estimated $1.02M.
Zuckerman Investment Group first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 6 quarters.
Zuckerman Investment Group's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $1.57M in Q3 2018.
60 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2019.

Based on Zuckerman Investment Group's 13F filing for Q4 2019, filed 14 Feb 2020.